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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,032 | $86,949+355.5% | $102,460+286.5% | $80,959+389.2% |
| Participation rate | 64.8% | 72.4%-7.6pp | 76.5%-11.7pp | 67.7%-2.9pp |
| Annual return | 21.89% | 18.89%+3.0pp | 29.47%-7.6pp | 35.67%-13.8pp |
| Employer contribution / active EE | $1,144 | $2,370-51.7% | $3,025-62.2% | $2,757-58.5% |
| Participant deferral / active EE | $4,120 | $4,1210% | $5,056-18.5% | $4,300-4.2% |
| Admin fee / account holder | $28,176 | $8,048+250.1% | $9,460+197.8% | $6,925+306.8% |